Investment adviser representative · Clearstead; Clearstead Advisory Solutions
Stephen J. Bowery
CRD 1893325 · Norfolk, VA
At a glance
Stephen J. Bowery is an investment adviser representative with Clearstead; Clearstead Advisory Solutions in Norfolk, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephen’s SEC record dates to 2001, about 25 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Clearstead; Clearstead Advisory SolutionsSince May 2024Norfolk, VA · $34B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Stephen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.